Looking to diversify beyond URNQX? The mutual funds below have historically moved differently from URNQX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for URNQX
0 mutual funds have low correlation with URNQX (below 0.3), 0 of which are negatively correlated. The least correlated is Davis New York Venture Fund Class Y (DNVYX) (Large Cap Growth Equities) with a 1Y correlation of 0.62, down from 0.75 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 0.62 | 0.69 | 0.75 | 90 | Large Cap Growth Equities | URNQX vs DNVYX | |
| ICON Equity Fund | 0.72 | 0.62 | 0.69 | 80 | Large Cap Growth Equities | URNQX vs IOLZX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.72 | 0.65 | 0.69 | 76 | Foreign Large Cap Equities | URNQX vs VTMGX | |
| American Growth Fund Series One | 0.73 | 0.76 | 0.81 | 56 | Large Cap Growth Equities | URNQX vs AMRGX | |
| Adams Diversified Equity Fund, Inc. | 0.75 | 0.79 | 0.84 | 83 | Large Cap Blend Equities | URNQX vs ADX |
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